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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,229 | $78,690+40.1% | $161,489-31.7% | $87,485+26.0% |
| Participation rate | 20.6% | 67.5%-46.9pp | 78.7%-58.1pp | 68.9%-48.3pp |
| Annual return | 20.91% | 32.74%-11.8pp | 89.72%-68.8pp | 26.06%-5.1pp |
| Employer contribution / active EE | $305 | $2,588-88.2% | $4,268-92.9% | $2,596-88.3% |
| Participant deferral / active EE | $2,141 | $3,311-35.3% | $5,630-62.0% | $4,274-49.9% |
| Admin fee / account holder | $2,736 | $6,724-59.3% | $16,006-82.9% | $7,775-64.8% |